What smart money is saying about GDS Holdings Limited
2 funds in our archive have pitched GDS Holdings Limited — most recently Baron Real Estate Fund in December 2025.
GDS Holdings Limited, together with its subsidiaries, develops and operates data centers in the People's Republic of China. The company provides colocation services comprising critical facilities space, customer-available power, racks, and cooling; managed hosting services, including business continuity and disaster recovery, network management, data storage, system security, operating system, database, and server middleware services; managed cloud services; and consulting services. It serves cloud service providers, large Internet companies, financial institutions, telecommunications and IT service providers, and large domestic private sector and multinational corporations. The company was founded in 2001 and is headquartered in Shanghai, the People's Republic of China.
Fund coverage · 2 theses
- Baron Real Estate FundDecember 2025
GDS Holdings is a leading China and global data center operator with AI-driven demand tailwinds, tier-1 capacity, and an undemanding valuation underpinning long-term bullishness.
Read the full thesis - Baron Emerging Markets FundSeptember 2025
GDS Holdings Limited is a compelling investment opportunity due to its strong market position in China’s mission-critical data center sector, benefiting from the growth of AI, cloud computing, and digital trends, with a projected cash flow surge and significant upside potential.
Read the full thesis
Read every full thesis on GDS Holdings Limited
Unlock all 2 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→